> For the complete documentation index, see [llms.txt](https://help.metaforms.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.metaforms.ai/project-manager-collaboration/the-full-lifecycle.md).

# The full lifecycle

The whole flow, end to end. Each step opens the page that covers it.

<table data-view="cards"><thead><tr><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>1. Open &#x26; review with the Agent</strong></td><td><a href="/project-manager-collaboration/the-agent-review-pm.md">The Agent review (PM)</a></td></tr><tr><td><strong>2. Triage suggestions</strong></td><td><a href="/project-manager-collaboration/comments-and-tracked-changes.md">Comments &amp; tracked changes</a></td></tr><tr><td><strong>3. Share client access</strong></td><td><a href="/project-manager-collaboration/setting-up-client-access-pm.md">Setting up client access (PM)</a></td></tr><tr><td><strong>4. Client reviews</strong></td><td><a href="/project-manager-collaboration/what-your-client-will-experience.md">What your client will experience</a></td></tr><tr><td><strong>5. Reconcile feedback</strong></td><td><a href="/project-manager-collaboration/reconciling-client-feedback-pm.md">Reconciling client feedback (PM)</a></td></tr><tr><td><strong>6. Freeze &#x26; hand off</strong></td><td><a href="/project-manager-collaboration/locking-a-version-and-handing-off-to-programming-pm.md">Locking a version &amp; handing off to programming (PM)</a></td></tr><tr><td><strong>7. SP builds the survey</strong></td><td><a href="/project-manager-collaboration/the-programming-workspace-sp.md">The Programming workspace (SP)</a></td></tr><tr><td><strong>8. Survey link &#x26; clarifications</strong></td><td><a href="/project-manager-collaboration/survey-link-screenshots-and-clarifications.md">Survey link, screenshots &amp; clarifications</a></td></tr><tr><td><strong>9. New version mid-scripting</strong></td><td><a href="/project-manager-collaboration/handling-a-new-version-mid-scripting-sp.md">Handling a new version mid-scripting (SP)</a></td></tr></tbody></table>

**Step 1: Open the questionnaire — the Agent review runs automatically** The AI-assisted review starts as soon as the questionnaire is opened; go through its suggestions before sharing anything externally.

{% content-ref url="/pages/ZBzdCcCmTXn11vxvfQEY" %}
[The Agent review (PM)](/project-manager-collaboration/the-agent-review-pm.md)
{% endcontent-ref %}

**Step 2: Triage suggestions, apply fixes, resolve internal questions** Accept, dismiss, or comment on what the Agent surfaces; every accepted fix is a tracked change.

{% content-ref url="/pages/mbN1kKK7vGJNwWlACgrZ" %}
[Comments & tracked changes](/project-manager-collaboration/comments-and-tracked-changes.md)
{% endcontent-ref %}

**Step 3: Configure and share client access** Decide who can use the link, what permission level they get, and what's visible to them.

{% content-ref url="/pages/lKdUkx8RHuQNGj202Z9D" %}
[Setting up client access (PM)](/project-manager-collaboration/setting-up-client-access-pm.md)
{% endcontent-ref %}

**Step 4: Client reviews and responds** They comment, reply, and — with Edit access — make direct tracked edits.

{% content-ref url="/pages/gN7rcn4wDB0FT7ulqjV5" %}
[What your client will experience](/project-manager-collaboration/what-your-client-will-experience.md)
{% endcontent-ref %}

**Step 5: Reconcile feedback** Review every client comment and edit; approve what's agreed, resolve or reply as needed.

{% content-ref url="/pages/9wTlEmQY3UNS0Keb5WI0" %}
[Reconciling client feedback (PM)](/project-manager-collaboration/reconciling-client-feedback-pm.md)
{% endcontent-ref %}

**Step 6: Freeze the version and hand off to programming** Lock the questionnaire as a numbered version and pass it to the SP.

{% content-ref url="/pages/3cetIntcXHmylqqXsiPT" %}
[Locking a version & handing off to programming (PM)](/project-manager-collaboration/locking-a-version-and-handing-off-to-programming-pm.md)
{% endcontent-ref %}

**Step 7: SP builds the live survey** Working in the Programming workspace, validate and sync the build, then mark it ready.

{% content-ref url="/pages/NRHrXb65oAlXnYxL8ioP" %}
[The Programming workspace (SP)](/project-manager-collaboration/the-programming-workspace-sp.md)
{% endcontent-ref %}

**Step 8: Review the live survey via the Survey Link** Once the SP marks the build ready, the **Survey Link** tab is available to you and to your client. Open the live survey, comment on it, and attach screenshots; the SP can ask you for clarification the same way.

{% content-ref url="/pages/v9RLTKt17qGfjWzl9ybU" %}
[Survey link, screenshots & clarifications](/project-manager-collaboration/survey-link-screenshots-and-clarifications.md)
{% endcontent-ref %}

**Step 9: Handle any new version that arrives mid-scripting** If the PM freezes a newer version while you're still scripting, you're prompted to reconcile it deliberately — nothing is applied automatically.

{% content-ref url="/pages/lw7NriJynA4gmhmwM1ia" %}
[Handling a new version mid-scripting (SP)](/project-manager-collaboration/handling-a-new-version-mid-scripting-sp.md)
{% endcontent-ref %}


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